> For the complete documentation index, see [llms.txt](https://docs.cottfile.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cottfile.com/clerk-guide/overview.md). # Overview — The Review Queue The review queue is where you manage incoming e-filings for your court. When you open the Clerk Console, the queue is the first thing you see. ## Sidebar Navigation The Clerk Console sidebar gives you access to: * **Dashboard** -- The filing review queue (your home screen). * **Notifications** -- Filing assignments, acceptance/rejection confirmations, urgent alerts, judge returns, and general activity. Filter by category: Assigned, Accepted, Rejected, Urgent, or Activity. Mark individual or all notifications as read. * **Printing** -- Your personal print queue for documents you need to print. A badge shows how many items are waiting. See [Printing](/clerk-guide/printing.md). * **Payments** -- Card payment statements for your court, with a **Clerk fees only** / **All charges** toggle and CSV export. See [Payments](/clerk-guide/payments.md). * **AI Assistant** -- Coming soon. * **Settings** -- Parish-level configuration (visible to Clerks and Court Admins only). See [Settings](#settings) below. ## Stat Cards Across the top of the queue, stat cards give you a live count of each stage: * **RECEIVED** * **ACCEPTED** * **WITH JUDGE** -- reads "N accepted · awaiting signature" * **REJECTED** * **PAYMENT FAILED** * **RETURNED BY JUDGE** Clicking a card jumps straight to the matching tab or sub-tab. ## The Filing Queue Your queue is a sortable, searchable table organized into tabs by filing status. It is not a drag-and-drop board -- you click a row to open the filing in the review screen. The top-level tabs are: * **Received** -- New filings that have not been opened yet, plus filings already under review. * **My Drafts** -- Filings you (the clerk) have started and saved but not yet processed. * **Returned by Judge** -- Filings a judge has signed or sent back to you. Once a filing lands here, it no longer appears in Received. If nothing is waiting, the tab reads "Nothing returned by a judge" -- "Filings signed or sent back by a judge will appear here". * **Processed** -- Filings you have finished with. This tab has five sub-tabs: * **All** (the default) -- Everything you have processed. * **Accepted** -- Filings that passed review and have been recorded. * **With Judge** -- Filings routed to a judge and awaiting their decision. * **Rejected** -- Filings that were sent back to the filer. * **Payment Failed** -- Filings whose card payment did not go through at acceptance. Rows are sorted by **priority first**, then by **time entered** (oldest first). Urgent filings always float to the top. There is no inline accept or reject in the table -- every decision happens on the review page. {% hint style="info" %} **📹 GIF:** The clerk queue showing the stat cards and the Received tab, clicking the RETURNED BY JUDGE card to jump to that tab, then switching to the Processed tab and its All / Accepted / With Judge / Rejected / Payment Failed sub-tabs. {% endhint %} ## Queue Columns The Received and My Drafts tabs show these columns: | Column | What it shows | | --------------- | ----------------------------------------------------------- | | **Case #** | The case number (or where the number will go once assigned) | | **Case Title** | Derived from the parties (e.g., "Smith v. Jones") | | **Filer** | The submitting attorney or filer | | **Case Type** | Civil, Criminal, Family, etc. | | **Division** | The division letter on the case | | **Judge** | The judge on the case | | **Filing Type** | The type of filing submitted | | **Status** | The filing's current status badge | | **Priority** | Urgent, High, Normal, or Low | | **Filed** | When the filing was submitted | | **Documents** | Document count | | **Assigned** | The clerk the filing is assigned to | Two ways to tailor the table: * **Drag column headers to reorder them.** Your column order is saved and restored next time you open the queue. * **Division picker** -- A division-letter picker in the toolbar filters the queue to one division. Dates in the queue are absolute and shown in Central time. New-case filings are marked so you can distinguish them from filings on existing cases. ## Priority Levels Filings carry one of four priority levels: | Priority | When Used | | ---------- | ------------------------------------------------ | | **Urgent** | Time-sensitive matters (TROs, emergency motions) | | **High** | Expedited requests or elevated by a routing rule | | **Normal** | Standard filings (default) | | **Low** | Informational or non-time-sensitive filings | You can change a filing's priority from the review screen. ## Assignment When you open a SUBMITTED filing for review, the system automatically assigns ("claims") it to you. The filing moves to **Under Review** and your name appears on the queue row. To reassign a filing to another clerk, open the filing and use the **Reassign to Clerk** option in the review panel (Court Admins are included in the list), or use **Move to unassigned** to release it back to the pool. ## Auto-Refresh The queue refreshes automatically every 30 seconds. You can also refresh manually with the refresh button in the toolbar. Each tab shows the total item count. ## Filtering and Sorting Use the search bar to filter by filing number, case number, filer name, or case title. You can also: * Sort any column by clicking the column header. * Switch tabs (Received, My Drafts, Returned by Judge, Processed) to focus on one stage. * Filter by division with the division picker, or narrow by case type, priority, or assigned clerk using the filter controls. {% hint style="info" %} **📹 GIF:** Using the search bar to filter the queue by filing number, picking a division letter from the Division picker, then dragging a column header to reorder the table. {% endhint %} ## Opening a Filing Click any row to open the filing in the review screen. The system will: 1. Assign the filing to you (if it is unassigned). 2. Move the filing to **Under Review** (if it was a newly submitted filing). 3. Load the document viewer and review panel. After your decision, where you land depends on the filing: * **Accepting a new case** keeps you on the review page, so you can route the filing to a judge if needed. * **Accepting a filing on an existing case** returns you to the queue. * **Rejecting** returns you to the queue. The queue does **not** automatically advance you to the next filing. When you want the next one, press **Alt + N**. {% hint style="info" %} **📹 GIF:** Clicking a filing row in the Received tab, the filing opening in the review screen with the document viewer and review panel, the filing status changing to Under Review. {% endhint %} ## Processed Tab Every Processed sub-tab groups filings by case. Each case row shows its filings, documents, and fees; expand a case row to see individual filings. The columns are: **Case #, Case Name, Attorney, Filings, Documents, Fees, Status, Docket Entries, Clerk** (who processed it), **Reason, Processed** (when). The **Fees** column carries a badge when fees were waived: **Waived**, **Costs waived**, or **Partly waived**. The Processed toolbar includes: * **Export** -- Downloads a CSV of the rows currently shown (filters applied). * **Print** -- Opens a printable report in a new tab. * Date presets **Today**, **Last 7 days**, **Last 30 days**, plus a range calendar. ### "Signed · with staff" A filing the judge has signed but that chambers staff are still holding shows in the **With Judge** sub-tab with a **Signed · with staff** badge. Its tooltip explains: "Judge signed -- chambers staff are finishing edits. It returns to your queue when they release it." {% hint style="info" %} If your account is not associated with a court, you will see a message asking you to contact an administrator. Only clerks assigned to a court can access the queue. {% endhint %} ## Settings Clerks and Court Admins reach the **Settings** area from the sidebar. Settings has its own navigation: * **Filing Configuration** -- Disabled for now; it reads "Coming soon -- requires Verdict integration". * **Staff** -- Manage clerk and staff accounts for your court. * **Announcements** -- Post announcements visible to filers using your court. * **Reports** -- Access filing volume, processing time, and other reports for your court. * **Notifications** -- Your personal email notification preferences (see below). * **Court** -- Court Admins only. Includes **Stamp Behavior**, with the option **Default to stamping the first page only**. ## Email Notification Preferences Under **Settings → Notifications**, the **Email Notifications** page controls which events are emailed to you: "Choose which events are emailed to your address. These settings only affect email; your in-app notifications are unchanged." | Toggle | Default | When it emails you | | --------------------------- | ------- | ------------------------------------------------------------------------------------------------------------------------------------ | | **Filing assigned to me** | On | "When a filing is assigned or routed to you for review." | | **Any new filing** | Off | "When any filing is submitted to your parish, whether or not it is assigned to you. Off by default -- busy parishes see many a day." | | **Payment failed** | On | When a payment fails on a filing you accepted. | | **Payment processed** | On | When a failed payment is later collected. | | **Returned from the judge** | On | "When a judge returns or denies a filing assigned to you." | A summary bar shows "All email notifications enabled" or "N of 5 enabled", with **Enable all** / **Disable all** shortcuts. Click **Save preferences** to apply -- you'll see "Preferences saved successfully." {% hint style="info" %} There is no email toggle for "judge signed" -- when a judge signs a filing, you are notified in-app only. {% endhint %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.cottfile.com/clerk-guide/overview.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. 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